Import Microsoft Project Data into Oracle Primavera Cloud

Import a Microsoft Project XML file to create a project in Oracle Primavera Cloud containing Microsoft Project activity, resource assignment, and general project data. Only one project can be imported at a time.

Note: The parent workspace for the project must have a Microsoft Project connection to enable importing Microsoft Project data.

To import data from a Microsoft Project XML file:

  1. In the object selector, select Projects, and then select View All Projects.
  2. Configure the view settings to group by workspace.
    1. Select Settings.
    2. In the Manage Views panel, select the Grouping tab.
    3. In the Group By list, select Workspace.
    4. Select Save.
    5. In the Manage Views panel, select Close.
  3. In the workspace tree, select a destination workspace for the imported project.
  4. Select Actions , and then select Import/Export - Microsoft Project.
  5. In the Import/Export - Microsoft Project dialog box, select the Import tab.
  6. In the Select File field, select a Microsoft Project XML file.
  7. In the Import Action field, select one of the following options:
    • Auto-Detect: Select to allow the application to detect whether a new project should be created or an existing project should be updated.

      Notes:

      • The XML file name is the project ID. This ID is used to determine which action to take.
      • If you want to update a project that has a different project ID, then select the Update Existing option.
    • Create New: Select to create a new project using the data from the Microsoft Project XML file.

      In the New Project ID field, enter a unique ID for the project.

    • Update Existing: Select to update an existing project.

      In the Import To field, select the project to update.

      Caution: Ensure you choose the correct project. Selecting a non-related project may corrupt the data in your existing project.

  8. Start the import process:
    1. Select Import.
    2. In the inventory panel, select Close.

Last Published Monday, June 24, 2024